Purchases and Sales Made in Q3 2025 in Invesco Value Municipal Income Trust (IIM)
This table provides information about the institutional ownership of Invesco Value Municipal Income Trust (IIM) during Q3 2025. The information is specifically focused on institutions that hold shares of Invesco Value Municipal Income Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
123K+ 15.58% |
$1.38M - $1.54M
|
910K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
122K+ 70.84% |
$1.37M - $1.53M
|
295K
$3.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
122K+ 424.16% |
$1.37M - $1.53M
|
151K
$1.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
122K+ 25.93% |
$1.36M - $1.53M
|
590K
$7.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
98.8K+ 13.55% |
$1.11M - $1.24M
|
828K
$10.4M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
59.3K+ 577.89% |
$666K - $744K
|
69.5K
$873K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
58.6K+ 82.04% |
$658K - $735K
|
130K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.4K+ 56.42% |
$409K - $457K
|
101K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.4K+ 8.87% |
$196K - $219K
|
214K
$2.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
12.9KNew |
$144K - $161K
|
12.9K
$161K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
12.2KNew |
$137K - $153K
|
12.2K
$153K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
11.5KNew |
$129K - $144K
|
11.5K
$144K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
10KNew |
$113K - $126K
|
10K
$126K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7.35K+ 9.62% |
$82.6K - $92.3K
|
83.8K
$1.05M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.68KNew |
$75K - $83.9K
|
6.68K
$83.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
5.46K+ 2.37% |
$61.3K - $68.5K
|
236K
$2.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.33KNew |
$48.7K - $54.4K
|
4.33K
$54.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.29K+ 8.37% |
$48.2K - $53.9K
|
55.6K
$697K
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
2.33K+ 20.55% |
$26.2K - $29.3K
|
13.7K
$172K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.24K+ 16.15% |
$25.2K - $28.2K
|
16.1K
$203K
|
|
|
Nov 05, 2025
Q3 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.14K+ 8.77% |
$24.1K - $26.9K
|
26.6K
$334K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.85K+ 10.69% |
$20.7K - $23.2K
|
19.1K
$240K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.33KNew |
$15K - $16.7K
|
1.33K
$16.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1KNew |
$11.2K - $12.6K
|
1K
$12.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
860+ 2.08% |
$9.66K - $10.8K
|
42.2K
$530K
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
802+ 1.97% |
$9.01K - $10.1K
|
41.4K
$520K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
675+ 0.47% |
$7.58K - $8.47K
|
144K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
640+ 9.15% |
$7.19K - $8.03K
|
7.64K
$95.8K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
600New |
$6.74K - $7.53K
|
600
$7.53K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
300+ 28.36% |
$3.37K - $3.77K
|
1.36K
$17K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
278+ 1.97% |
$3.12K - $3.49K
|
14.4K
$180K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
196+ 0.23% |
$2.2K - $2.46K
|
86.6K
$1.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
189+ 0.33% |
$2.12K - $2.37K
|
58.2K
$730K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
174+ 0.29% |
$1.95K - $2.18K
|
59.9K
$751K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
45+ 1.95% |
$505 - $565
|
2.35K
$29.5K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6+ 2.82% |
$67.4 - $75.3
|
219
$2.75K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2- 0.02% |
$22.5 - $25.1
|
10.9K
$137K
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-300- 1.79% |
$3.37K - $3.77K
|
16.5K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-730- 0.76% |
$8.2K - $9.16K
|
94.9K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-786- 0.12% |
$8.83K - $9.86K
|
666K
$8.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-816- 1.48% |
$9.16K - $10.2K
|
54.3K
$682K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.26K- 2.54% |
$14.2K - $15.8K
|
48.5K
$608K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.01K- 11.89% |
$22.6K - $25.3K
|
14.9K
$187K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.21K- 1.39% |
$24.8K - $27.7K
|
156K
$1.96M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.47K- 46.33% |
$27.7K - $30.9K
|
2.86K
$35.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.64K- 20.77% |
$29.7K - $33.2K
|
10.1K
$127K
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-3.52K- 16.73% |
$39.5K - $44.2K
|
17.5K
$220K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-3.71K- 23.42% |
$41.7K - $46.5K
|
12.1K
$152K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.72K- 10.77% |
$41.7K - $46.6K
|
30.8K
$387K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.23K- 50.38% |
$47.5K - $53K
|
4.16K
$52.3K
|
|